Sage View Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 21,272 shares of FBND stock, worth $990,637. This represents 0.04% of its overall portfolio holdings.
Number of Shares
21,272
Previous 25,737
17.35%
Holding current value
$990,637
Previous $1.17 Billion
17.51%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
687Shares Held
360MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$453 Million2.79% of portfolio